Anthropic's Mega-Deal: 1 GW Datacenter Capacity – Which Stocks Benefit from AI Infrastructure Expansion

Since September 23, 2026, Anthropic has been negotiating with Stream Data Centers over leasing up to 1 gigawatt of computing capacity. According to The Information, the talks are in an early stage. Stream Data Centers is financed primarily by Apollo Global Management, one of the world's largest asset managers with a focus on alternative investments.

TPUs from Broadcom and Google at the Center of Infrastructure

The planned capacity would house Tensor Processing Units (TPUs) designed by Broadcom and Google. TPUs are specialized chips for machine learning that operate significantly more efficiently than conventional graphics processors. Anthropic would serve as a direct tenant in the new facility, thereby reducing dependence on traditional cloud service providers.

The deal shows a strategic shift: instead of relying exclusively on hyperscalers like Amazon Web Services (AWS), Anthropic is securing its own datacenter capacity. This gives the AI lab more control over its infrastructure and potentially better cost structures as demand increases.

Amazon Profits Multiple Times from Anthropic's Growth

Amazon holds approximately 21 percent of Anthropic's shares. According to a June 2026 report, the company alone recorded a pre-tax profit of 16.8 billion dollars from this stake in the first quarter of 2026. Anthropic is valued at 1.2 trillion dollars according to a July 2026 report.

In April 2026, Anthropic committed to spending more than 100 billion dollars on AWS infrastructure over the next ten years. The agreement primarily involves the use of Amazon's proprietary AI chips, including Trainium and Graviton. Amazon thus benefits on three levels: through its stake, AWS commitments, and as a chip supplier.

Diversified Infrastructure Strategy

The parallel negotiations with Stream Data Centers do not signal the end of the Amazon partnership. Rather, Anthropic is pursuing a diversified infrastructure strategy: AWS for some workloads, own datacenter capacity for others. This reduces risks and provides negotiating leverage in future price negotiations.

Apollo and Blackstone Equip AI Infrastructure

Apollo Global Management is working together with Blackstone on a 36-billion-dollar financing package for AI chips and datacenters. The initiative was announced in May 2026. Stream Data Centers is an important building block of this strategy.

For Apollo, the partnership with Anthropic offers long-term, stable revenue from one of the fastest-growing segments in the tech industry. Datacenters with long-term leases to well-capitalized AI labs are considered attractive infrastructure investments with predictable cash flows.

Which Stocks Benefit from the AI Infrastructure Boom?

Several publicly listed companies are directly or indirectly involved in Anthropic's infrastructure expansion:

• Amazon (AMZN): Profits through its 21-percent stake, the 100-billion-dollar AWS commitments, and as a chip supplier with Trainium and Graviton.
• Broadcom (AVGO): Designs TPUs jointly with Google that are intended to be used in the planned Stream infrastructure.
• Micron Technology (MU): Counts among Anthropic's strategic hardware partners and supplies memory solutions for AI workloads.
• Samsung Electronics and SK Hynix: Both South Korean conglomerates support Anthropic with High-Bandwidth Memory (HBM) and other memory chips that are critical for operating AI models.

Apollo Global Management: Private Equity Beneficiary

Apollo Global Management (APO) is publicly listed and could benefit from long-term rental income from Stream Data Centers. The financing of datacenters for AI labs fits Apollo's strategy of investing in real assets with long-term contracts.

Infrastructure Bet with Long-Term Perspective

The trend of AI labs directly investing in datacenter capacity is likely to continue. Anthropic's negotiations illustrate that leading AI companies want to expand control over their infrastructure rather than rely exclusively on cloud providers.

For investors, this means: the AI boom is not limited to software companies. Chip manufacturers, memory producers, datacenter operators, and their financiers also benefit from massive demand for computing capacity. The infrastructure layer could see longer-term stable growth than the more volatile software segments.